The Energy Collective Group
This group brings together the best thinkers on energy and climate. Join us for smart, insightful posts and conversations about where the energy industry is and where it is going.
Podcast / Audio
103. Battery chemistry: China against the World - Redefining Energy podcast
As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is.
In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of new technologies and performances.
Are there options beyond Lithium? How much progress have the battery technologies recently made? Where is the path forward for all the announced chemistries? Is vertical integration a real trend? Can the US and EU catch up?
We discuss with Cormac O’Laoire, Managing Director at Electrios Energy, a Hong-Kong based expert; it becomes obvious that China and the rest of the world are on the cusp on diverging, adopting different technological pathways in term of Battery Chemistry.
We talk about LFP/LMFP – Lithium Ferro Phosphate / Lithium Manganese Ferro Phosphate vs NMC – Nickel Manganese Cobalt. We talk about Sodium-Ion, Solid State… We talk prices. We try to foresee what will stay and what will go.
A fascinating deep dive with one of the world’s most recognised expert on battery supply chain. Who will win, who will catch-up, who will lose. We see clearer after this thorough conversation with Cormac.
Always thankful to AQUILA CAPITAL our partner
Discussions
No discussions yet. Start a discussion below.
More Posts
Hydrogen Costs | Conversion, Transportation
Hydrogen Costs | Conversion, Transportation
The KJ Show Episode 86: EV's Long and Winding Road
On this show Dr. Katherine Johnson discusses the ongoing challenges facing the EV industry.
Exclusive Webinar: European Transformers Market – The Impact of Renewables and EV Charging Infrastructure
In this webinar, we explore the transformation of Europe’s energy landscape, dive deep into the impact of renewables & EV charging on grid expansion, and analyze utility investments and successful projects.
Exclusive Webinar: Electrifying America - The State of the US EV Charging Infrastructure
This webinar delves deeper into the Electric Vehicle Charging Infrastructure (EVCI) sector.
Get Published - Build a Following
The Energy Central Power Industry Network® is based on one core idea - power industry professionals helping each other and advancing the industry by sharing and learning from each other.
If you have an experience or insight to share or have learned something from a conference or seminar, your peers and colleagues on Energy Central want to hear about it. It's also easy to share a link to an article you've liked or an industry resource that you think would be helpful.
Sign in to Participate